2023 Form 5500 filing — Oxbo International Retirement Savings Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240916130329NAL0002826992001) for Oxbo International Retirement Savings Plan, reported by Oxbo International Corporation under EIN 16-1559445 and plan number 005. It reports 600 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$77MReported net assets$77,018,776

Participants600

Provider compensation$180.1K3 Schedule C row(s)$180,076

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240916130329NAL0002826992001
Plan sponsor: Oxbo International Corporation
EIN: 16-1559445
Plan number: 005
Location: Byron, NY
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$77M total assets

Net assets$77MLiabilities—

Money in vs. money out

Total income / additions$15.3M

Total expenses$5.1M

Benefits paid / distributions$4.9M

Contributions

Employer$2.4M

Participant$2.8M

Full reported line items

Total assets (EOY): $77,018,776
Net assets (EOY): $77,018,776
Employer contributions: $2,399,497
Participant contributions: $2,759,558
Total income / additions: $15,309,815
Benefits paid: $4,886,458
Administrative expenses: $180,076
Total expenses: $5,066,534
Net increase / (decrease): $10,243,281

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Transamerica Retirement Solutions$130.1K
RECORD KEEPER · Direct $130.1K · Indirect $0
2
Lpl Financial$50K
INVESTMENT ADVISOR · Direct $50K
3
National Financial Services$0
SECURITIES BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240916130329NAL0002826992001 cover?: It is the 2023 Form 5500 filing for Oxbo International Retirement Savings Plan, reported by Oxbo International Corporation (EIN 16-1559445).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).